Stratos Wealth Partners’s Raymond James Financial RJF Stock Holding History

Stratos Wealth Partners’s Portfolio RJF Stock Details RJF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,188	Closed	-$205K	–	1648
2025 Q3	$205K	Buy	+1,188	New	+$197K	﹤0.01%	1457
2025 Q1	–	Sell	-1,358	Closed	-$211K	–	1487
2024 Q4	$211K	Buy	+1,358	New	+$205K	﹤0.01%	1327
2024 Q3	–	Sell	-1,949	Closed	-$241K	–	1502
2024 Q2	$241K	Sell	1,949 -162	-8%	-$20K	﹤0.01%	1184
2024 Q1	$271K	Buy	2,111 +133	+7%	+$15.5K	﹤0.01%	1143
2023 Q4	$221K	Buy	+1,978	New	+$204K	﹤0.01%	1230
2022 Q4	–	Sell	-2,720	Closed	-$269K	–	1179
2022 Q3	$269K	Sell	2,720 -1,067	-28%	-$108K	0.01%	909
2022 Q2	$339K	Buy	+3,787	New	+$371K	0.01%	880
2018 Q4	–	Sell	-344	Closed	-$21K	–	2141
2018 Q3	$21K	Buy	+344	New	+$21.2K	﹤0.01%	1858
2018 Q2	–	Sell	-1,266	Closed	-$75K	–	2232
2018 Q1	$75K	Buy	1,266 +525	+71%	+$32.7K	﹤0.01%	1352
2017 Q4	$44K	Buy	+741	New	+$42.7K	﹤0.01%	1578

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stratos Wealth Partners's RJF Position: Q4 2025 in Review

Stratos Wealth Partners sold out of Raymond James Financial (RJF) in Q4 2025, closing a stake of 1,188 shares — an estimated $205K sold.

Stratos Wealth Partners first reported a position in RJF in Q4 2017 and held it in 10 quarters. The position peaked at $339K in Q2 2022. 934 funds tracked by Wall St. Rank hold RJF as of Q4 2025.

Stratos Wealth Partners reported no remaining Raymond James Financial position as of Q4 2025 after selling out during the quarter.
Stratos Wealth Partners sold 1,188 Raymond James Financial shares in Q4 2025, an estimated $205K.
Stratos Wealth Partners first reported a position in Raymond James Financial in Q4 2017 and held it in 10 quarters.
Stratos Wealth Partners's Raymond James Financial position peaked at $339K in Q2 2022.
934 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.